Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,518 | $108,911-79.3% | $100,392-77.6% | $145,884-84.6% |
| Participation rate | 64.7% | 83.0%-18.3pp | 81.5%-16.8pp | 80.3%-15.6pp |
| Annual return | 11.94% | 58.23%-46.3pp | 49.45%-37.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,447 | $4,420-67.3% | $3,941-63.3% | $4,662-69.0% |
| Participant deferral / active EE | $1,735 | $8,459-79.5% | $8,090-78.5% | $6,690-74.1% |
| Admin fee / account holder | $452 | $9,698-95.3% | $7,904-94.3% | $13,392-96.6% |